Steadfast Capital Management’s Ferguson FERG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-239,166	Closed	-$37.6M	–	52
2023 Q2	$37.6M	Sell	239,166 -358,834	-60%	-$56.4M	1%	36
2023 Q1	$80M	Buy	+598,000	New	+$80M	2.41%	17